Using the Sales Order Detail View

Use the Detail view to see, add, or edit information for a selected record. The Detail view consists of information fields, tabs, and a user-defined middle section.

Note: This feature is not available if the implementation includes Accounting Integration. Accounting Integration users can view associated sales orders on the Accounting Sales Orders tab on the Account Detail view.

To open the Sales Order Detail view, on the Navigation Bar, click Sales Orders to open the Sales Order List view. If necessary, use the Lookup to locate a sales order, and then click on the sales order number.

You can perform these actions:

Use the Lookup to search for records
View a group
Switch to the List view: On the toolbar click list_view (List View), or click the current group tab.
Send sales order information in an e-mail
Promote Infor CRM Back Office Extension only
Get Order Total: Click Get Order Total to update the sales order totals in the snapshot with information from the integrated back office application.
Refresh Pricing.
The Task Pane contains the Common Tasks section. In this section, you can:

Information Fields

The sales order information fields contain the primary information about the sales order. The sales order snapshot appears in the upper section of the detail view as well. Users with appropriate permissions can edit these fields.

Additional information may be available if the implementation includes a Back Office Extension. This information is for display only and must be added or edited in the integrated application. For specific questions please refer to the documentation for the integrated application or contact the administrator.

Detail View Tabs

Each tab shows specific information you can use for sales order related activities. Click a link to see more information about each tab.


Products	Activities	Details	More Tabs
Attachments	Notes/History	Sync History

Additional tabs may be available if your implementation includes a Back Office Extension.


Sold To	Ship To	Bill To
Pay From	Invoice Lines	ERP Details
Shipment Lines	Sales Persons	Discount Charges
Taxes	Active ION Workflows

User Defined Section

You can drag and drop tabs into the user defined middle section.